Aubrey E Vaughn III, CFP®, ChFC®, CLU®, REBC®

Director of Business & Estate Planning

ADVANCED BUSINESS PLANNING SOLUTIONS
Helping Business Owners Protect, Grow & Realize Their Business' Value.

A business owner's personal financial success depends on the success of their business.

When it comes to running a successful business, your experience and expertise is your strength.  It's the engine that drives your growth and sets your business apart.

When it comes to building and implementing the drivers to protect, grow and realize your business' value and success, working with a trusted partner with the skill, expertise and experience is crucial.

Let Aubrey Vaughn and his Team provide you with expert guidance to help you prepare for the unexpected and shape the future you envision for you and your business.
 

Who We Are

Aubrey is a Business & Estate Planning Specialist with Northwestern Mutual. He also serves as the Director of Business & Estate Planning at the Goodwin, Wright network office in Atlanta, Georgia - Buckhead.

With over 30 years of experience in the closely-held business market, Aubrey has a deep understanding of the numerous and often complex needs of business owners.
 

What We Do

Aubrey leads a team in carefully listening to what matters most to the business owner; then we help clarify and prioritize your goals and needs.

Once the Team fully understands the business owner's vision, we develop a plan designed to help you achieve your vision for the future.

The plan will feature cost-effective solutions that are customized to the business needs and reward employees for their unique contributions that make the business a success.
 

Our Areas of Expertise & Capabilities

  • Business Valuation
  • Business Succession & Exit Planning
  • Key-Employee Compensation & Benefit Planning
  • Group Benefits
  • Fee-Based Financial Planning
  • Estate Planning
     

The Planning Process
Aubrey & his Team use the following steps when working with clients:

  1. Discovery
    Learn about your business and what matters most, then help clarify and prioritize your goals and needs.
     
  2. Analysis
    Evaluate the various options that would accomplish your business and estate planning goals.
     
  3. Plan Design
    Work with you and your other advisors and other experts to develop a plan designed to help you achieve your vision for the future.
     
  4. Plan Implementation
    Coordinate business & estate planning strategies, review plan documents, and recommend appropriate, cost-effective solutions customized to meet the needs of the business.
     
  5. Systematic Review & Plan Service
    Follow up systematically to make certain your plan remains current and is updated as circumstances or objectives change.

Meet the Advanced Business Planning Team

Aubrey Vaughn and the financial representatives of Northwestern Mutual - Goodwin,Wright understand the complex needs of business owners and theri leadership team. Whether it is risk management, business succession, executive compensation and benefits planning, Aubrey leads his Team in designing integrated solutions to meet your needs.


Aubrey Vaughn's Publications

Northwestern Mutual's Columns
Aubrey Vaughn was featured in Northwestern Mutual's financial representative publication - Columns - highlighting key insights relating to his business owner clients.

"Heart of The Matter" - April 2015

He was also quoted in an article - "Just Good Business" - from April 2013:

"One key to entering the closely-held business market is making sure business owners view you as someone who can help them with planning and solutions, rather than someone simply trying to sell them insurance products."

Advanced Planning Bulletin
Aubrey recommends the following article on utilizing the supplemental executive retirement plan (SERP) with a business buyout.

"Combining a SERP with a Business Buyout" - July 2007


Recommended Articles for Business Owners

Business Markets Stratey mapIf you own or operate a business, Aubrey Vaughn recommends the following articles:

Click here to read additional articles.

With a focused expertise on the business owner, Aubrey Vaughn and his team can provide guidance for any stage of your business:

 

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Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck